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Astute Wealth Management Ltd

06747603

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

CLIFTON HOUSE, CLIFTON CENTRE, MALVERN, WR14 1BJ
Incorporated 12/11/2008

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Gary James Morris

director · Since 12/11/2008

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 54

Mrs Alexandra Maris Morris

secretary · Since 24/05/2016

Persons with Significant Control

Alexandra Morris

25–50% shares
25–50% votes

British · United Kingdom · Age 49

Clifton House, Clifton Centre, Spring Lane South, Malvern, WR14 1BJ

Notified 06/04/2016

Mr Gary James Morris

50–75% shares

British · England · Age 54

Clifton House, Clifton Centre, Spring Lane South, Malvern, WR14 1BJ

Notified 12/11/2016

CompanyRankvs 1632+ SIC 64999 peers
80

Financial strength67th percentile among SIC peers · 17/25
Employees86th percentile among SIC peers · 13/15
LiquidityCurrent ratio 2.4× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength17/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees13/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2025

Net Worth

£31k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£20k

Working capital

Current Assets

£33k

Current Liabilities

£14k

Fixed Assets

£12k

4avg. employees+1

Balance Sheet

Assets less current liabilities£32k
Prepared with VT Final Accounts

EstimatesDerived

YearCurrent RatioImplied Profit
20252.40-£1k
20242.19-£382
20233.17-£31k
20223.28+£23k
20213.24

Derived from filed accounts. Not audited figures.